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Include Allocation Weighted Benchmark

Contents

How Include Allocation Weighted Benchmark Works

Before You Start

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Allocation Weighted Benchmark Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

This setting allows you to add the allocation weighted benchmark as a data point for comparison with the account.

Allocation weighted benchmarks are useful in accounts that include very diversified holdings. When one single index can't accurately reflect how it would perform, you have two options: Either use blended index set to match target allocation, or use allocation weighted benchmarks. Allocation weighted benchmarks can more accurately reflect what's really in the account by matching indexes to each of the account's categories proportionally.

If you feel like an account's returns are skewed, you can use an allocation weighted benchmark to compare with appropriate benchmarks to pinpoint where there might be issues.

Before You Start

Allocation weighted benchmarks are generated on the fly in the report. In order to see an allocation weighted benchmark, the following must be established for the account or group:

  1. All categories in the account must be assigned a benchmark, and

  2. All securities in the account must be categorized.

If these conditions are met, selecting the Include allocation weighted benchmark check box will display data.

In Dynamic Reports

On charts, how the allocation weighted benchmark is marked depends on your theme settings.

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

Some reports allow you to select which category's allocation weighted benchmark is applied. For more information, see Include Allocation Weighted Benchmark By.

Reports With This Setting

Performance Reports

Related Settings

For more information about benchmarks, see Benchmarks.

The following setting interacts with this option: